Filed November 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $408,316 |
FINANCIAL ENGINES3 years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $263,807 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $34,760 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $26,122 |
SEYFARTH SHAW LLP5 years Service code 29 · EIN 36-2152202 | Legal | $18,082 |
SIKICH LLP1 year Service code 16 · EIN 36-3168081 | Consulting | $9,708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,670 | $101,555+42.5% | $453,569-68.1% | $101,555+42.5% |
| Participation rate | 97.1% | 74.5%+22.6pp | 78.0%+19.1pp | 74.5%+22.6pp |
| Annual return | 16.45% | 21.00%-4.6pp | 64.43%-48.0pp | 21.00%-4.6pp |
| Employer contribution / active EE | $5,092 | $2,972+71.3% | $4,072+25.1% | $2,972+71.3% |
| Participant deferral / active EE | $7,395 | $4,874+51.7% | $6,211+19.1% | $4,874+51.7% |
| Admin fee / account holder | $109 | $139-21.6% | $11,214-99.0% | $139-21.6% |